Client Service Consultant

Sanlam; Cape Town; On-site; ZAR 240 000 - 260 000; Full time

Job summary

A leading financial services provider is seeking a Client Service Consultant in Cape Town. This role involves ensuring outstanding client service, assisting with investment queries, and providing information to clients and intermediaries. Candidates should possess a relevant financial qualification and communication skills in English. Experience in the finance or investment industry is advantageous. The position provides an excellent opportunity for growth and a professional career start in financial services.

Qualifications

• 1 year experience in finance or investment industry advantageous.
• Degree or Diploma with 1 to 2 years related experience.

Responsibilities

• Ensuring that the highest level of client service is provided to all clients.
• Assisting clients with investment administration queries.
• Providing investment and product information to IFA’s and investors.

Skills

Exceptional communication skills in English – Written and Verbal

Client focused

Problem solving skills

Adaptability

Education

Relevant financial degree/qualification

Matric / Grade 12 including Pure Mathematics

Job description

Who are we?

Glacier by Sanlam brings together leading experts and respected financial services companies to meet clients’ investment needs. We deliver focused investment services through specialist teams, partner with acclaimed financial intermediaries and pride ourselves on our superior products and solutions and high quality service. We offer a comprehensive range of investment solutions, designed to assist in the creation and preservation of wealth. Our offering encompasses local investments, including fixed term investments and investments with guarantees, international investments, retirement saving solutions, and retirement income solutions. While each solution has its own distinct purpose, they all share the world-class quality and commitment that have come to distinguish Glacier.

Job Purpose

To be responsible for all client contact (telephonic, e‑mail and walk‑in). This role offers the opportunity to start your career in financial services in a highly respected client services team. Talented graduates, with the determination to make a success of their career, will find this role as the ideal start to a professional career.

Key Outcomes

• The following outcomes will be expected to be achieved by the Client Service Consultant Communication Centre:
• Ensuring that the highest level of client service is provided to all clients (internal, IFA’s and investors)
• Assisting clients with investment administration queries
• Providing investment and product information to IFA’s and investors
• Involved in ad‑hoc client services projects

Qualifications and Experience

• Matric / Grade 12 including Pure Mathematics
• A relevant financial degree / qualification
• 1 year experience in finance or investment industry advantageous
• Exceptional communication skills in English – Written and Verbal

Degree or Diploma with 1 to 2 years related experience

Competencies

• Client focused
• Collaborates
• Drive Results
• Cultivate Innovation
• Be Resilient
• Problem solving skills
• Adaptability
• Communication skills – Written and Verbal (English)

Attributes

• Positive, enthusiastic attitude
• Teamwork
• Ability to thrive under pressure
• Honesty, integrity and respect
• Ability to adapt to change

Build a successful career with us

We’re all about building strong, lasting relationships with our employees. We know that you have hopes for your future – your career, your personal development and of achieving great things. We pride ourselves in helping our employees to realise their worth. Through its five business clusters – Sanlam Fintech, Sanlam Life and Savings, Sanlam Investment Group, Sanlam Allianz, Santam, as well as MiWay and the Group Office – the group provides many opportunities for growth and development.

Core Competencies

• Cultivates innovation - Contributing independently
• Customer focus - Contributing independently
• Collaborates - Contributing independently
• Being resilient - Contributing independently
• Drives results - Contributing independently

Transformation and Commitment to Diversity

The Sanlam Group is committed to achieving transformation and embraces diversity. This commitment is what drives us to achieve a diverse, inclusive and equitable workplace as we believe that these are key components to ensuring a thriving and sustainable business in South Africa. The Group's Employment Equity plan and targets will be considered as part of the selection process.